SAL/Job library
Back to all jobs
U.S. Dept. of Labor code 43-4011.00Market Standard — pending BLS/OEWS enrichment

Brokerage Clerks

Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.

What this job is about

Assist customers with brokerage transactions and inquiries.

What this work involves, step by step

AI can help most with the planning, drafting, and paperwork below — not the hands-on parts.

  1. 1

    Correspond with customers

    Engage with customers to answer inquiries and discuss market fluctuations.

  2. 2

    Document transactions

    Record security transactions using computers and accounting ledgers.

  3. 3

    Prepare transaction forms

    Create receipts and withdrawal orders based on stockholder requests.

  4. 4

    Monitor stock prices

    Track daily stock prices to assess the need for additional collateral.

  5. 5

    Prepare transaction reports

    Summarize daily transactions and earnings for customer accounts.

Tools used in this work
Adobe AcrobatAdobe Creative Cloud softwareAdobe IllustratorAdobe InDesignAdobe PhotoshopMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft SharePointMicrosoft WordOracle PeopleSoftSalesforce softwareStructured query language SQL

Free — no credit card required. 200 messages included.